Hi All,
All past RISE projects have been exported over to Abode Eplus. Below are the steps to activate them in Abode Eplus.
Weatherization Invoicing Past RISE Jobs
1. Send me an email to justin.bolam@abodeem.com with RISE Eplus Site ID(s)
2. I will approve the account in Abode Eplus
3. I will deactivate any weatherization work order existing setting them to status 90 = deactivated
4. I will create a new WX work order. ( You can’t use the create a weatherization work order button in the Audit tab in this case due to mismatch measures between RISE Eplus & Abode Eplus)
5. Re-Enter all new measures in the proposal Tab and follow then steps provided in the Weatherization Invoicing Slide Deck.
Audits Scheduled In RISE Pre-December 1st Not Performed
1. Approve through Abode. It will show up as requested.
2. Send to Abode via HEAapprovals@abodeem.com that this customer rescheduled and we will Approve that visit with a new site ID.
Audits Scheduled In RISE Pre December 1st Performed (Customer didn’t move forward with WX)
1. Send me an email to justin.bolam@abodeem.com with RISE Eplus Site ID
2. I will approve the account in Abode Eplus
3. I will create a new WX work order. ( You can’t use the create a weatherization work order button in the Audit tab in this case due to mismatch measures between RISE Eplus & Abode Eplus)
4. Re-Enter all new measures in the proposal Tab.
Let me know if you have any questions!
Thanks,
Justin Bolam